We are live on ! Find out more
IBDN

iShares iBonds Dec 2022 Term Corporate ETF

Delisted

IBDN was delisted on the 15th of December, 2022.

66 hedge funds and large institutions have $277M invested in iShares iBonds Dec 2022 Term Corporate ETF in 2017 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

620% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 5

400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 3

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

22% more funds holding

Funds holding: 5466 (+12)

13% more capital invested

Capital invested by funds: $245M → $277M (+$31.4M)

Holders
66
Holders Change
+12
Holders Change %
+22.22%
% of All Funds
1.5%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
15
Increased
36
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
51
Ladenburg Thalmann Financial Services
Florida
$282K +$37.8K +1,509 +15%
LNC
52
Lincoln National Corp
Pennsylvania
$270K
RBC
53
Roble Belko & Company
Pennsylvania
$248K
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$228K -$11.3K -449 -5%
TTWM
55
TCV Trust & Wealth Management
Virginia
$205K -$18.8K -750 -8%
AWM
56
Altium Wealth Management
New York
$201K
SWP
57
Stratos Wealth Partners
Ohio
$149K +$149K +5,950 New
PG
58
Patten Group
Tennessee
$121K
FAAS
59
First Allied Advisory Services
California
$110K
PCP
60
Proficio Capital Partners
Massachusetts
$78K
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$72K +$31.3K +1,250 +78%
IA
62
IFP Advisors
Florida
$71K +$226 +9 +0.3%
LNB
63
Ledyard National Bank
$60K +$35.4K +1,410 +141%
FGC
64
Financial Gravity Companies
Texas
$25K +$24.9K +993 New
GWM
65
Geneos Wealth Management
Colorado
$24K
VNA
66
Valley National Advisers
Pennsylvania
$24K
WAM
67
Wealthspire Advisors (Maryland)
Maryland
$11K
GI
68
Gradient Investments
Minnesota
$7K +$6.64K +265 New
SEI Investments
69
SEI Investments
Pennsylvania
$4K +$3.79K +151 New
BlackRock
70
BlackRock
New York
$3K +$2.08K +83 +198%
AG
71
Advisor Group
Arizona
$2K
TC
72
Trust Company
Kansas
$1K -$727 -29 -48%
BFEC
73
Benjamin F. Edwards & Company
Missouri
$1K +$1K +40 New
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
-$1.51M -59,831 Closed
UR
75
USCA RIA
Texas
-$411K -16,340 Closed

IBDN Hedge Fund Activity: Q4 2017 in Review

66 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2022 Term Corporate ETF (IBDN) for Q4 2017, worth a combined $277M — up 13% from $245M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IBDN positions and 3 closed out — a net gain of 12 holders — while 36 added to existing stakes and 5 trimmed.

The largest buyer was UBS Group, adding an estimated $5.66M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.51M sold.

  • 66 institutional investors held iShares iBonds Dec 2022 Term Corporate ETF (IBDN) as of Q4 2017, up from 54 in Q3 2017.
  • Funds reported $277M of iShares iBonds Dec 2022 Term Corporate ETF stock for Q4 2017, up 13% quarter-over-quarter.
  • 15 funds opened new iShares iBonds Dec 2022 Term Corporate ETF positions in Q4 2017 and 3 closed out, a net change of +12 holders.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF buyer in Q4 2017 was UBS Group, an estimated $5.66M added.
  • The largest iShares iBonds Dec 2022 Term Corporate ETF seller in Q4 2017 was Susquehanna International Group, an estimated $1.51M sold.

Based on aggregated 13F filings for Q4 2017.